THE WORTH & DOT HOWARD FOUNDATION (EIN 860984133) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

ALEXANDRA ANDERSON

Phone

6028033088

Tax Period

2022-07-01 to 2023-06-30

THE WORTH & DOT HOWARD FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $191K in total revenue in fiscal year 2022. Revenue surged 275% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

GRANTS TO STUDENTS BOUND FOR COLLEGES AND UNIVERSITIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $190,754

Other Revenue $0

TOTAL REVENUE $190,754

Expense Breakdown

Grants Paid $85,000

Salaries & Benefits $53,846

Fundraising Expenses $0

Program Expenses $128,176

Other Expenses $15,426

TOTAL EXPENSES $154,272

Year-over-Year Comparison

	2022	2021	Change
Revenue	$190,754	$50,834	+2.8%
Expenses	$154,272	$150,726	+0.0%
Net Income	$36,482	$-99,892	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$55,000

Total Directors

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA ANDERSON	PRESIDENT	1.00	Officer Director	$50,000	$5,000	$55,000
MACK TARWATER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JENNY FLYNN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$190,754	$154,272	$1,896,992	$36,482
2022	$50,834	$150,726	$1,735,021	$-99,892
2021	$39,654	$175,127	$2,009,651	$-135,473
2020	$99,442	$164,112	$1,616,167	$-64,670
2019	$36,429	$169,429	$1,776,485	$-133,000

THE WORTH & DOT HOWARD FOUNDATION